FINRA-Compliant Real Estate Investment Portal
AngelEstate is a real estate investment portal built for an overseas client with a focus on regulatory compliance, investor transparency, and seamless project management. Developed using the Social Engine framework, the platform catered to both property developers and investors, ensuring secure transactions, accreditation, and intuitive user workflows in line with FINRA regulations.
Implemented a multi-layered user authentication system to ensure secure access for both developers and investors.
Architected the core investment portal workflows for developers, investors, project admins, accreditation, funding, documentation, and compliance-sensitive user journeys.
Integrated Transact API to support real estate project creation, secure fund handling, investor accreditation, escrow payment workflows, refunds, and transaction lifecycle management — ensuring legal compliance and financial integrity.
Developed custom Social Engine modules and widgets to facilitate multi-step property creation, real-time project updates, enhancing investor engagement and trust.
Built DocuSign-integrated Form-C workflows so investors could complete legally required documentation digitally, reducing document turnaround from 5 days to less than 24 hours.
Implemented secure role-based access for investors, developers, and administrators, ensuring each user type had tailored dashboards, permissions, and platform capabilities.
Created a custom payment module for milestone-based investments and recurring transactions, giving users flexible and transparent payment options.
Created a comprehensive dashboard for developers to manage projects, track investor interactions, and generate reports.
Optimized the platform for mobile devices, ensuring a seamless experience across all devices.